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MEDINAMORTGAGE CO.

A first-time buyer's system

Learn exactly what to do first.

The Medina Homebuyer Toolkit is a self-paced educational system that demystifies every step of buying your first home — built from more than 22 years of real homebuyer conversations.

Instant digital download

Secure checkout through Payhip · opens in a new tab · self-paced educational product

Cover of the Medina Mortgage Homebuyer Readiness Kit, 2026 edition

What's inside

Everything a prepared buyer needs, in one place.

Core homebuying guide

Six modules that walk through the entire process in order — from first thoughts to closing day.

Workbook & worksheets

Eight practical worksheets that turn reading into doing: budgets, timelines, and decision aids.

Document checklists

Preapproval document checklist, income and asset index, deposit trail log, and an application-day folder checklist.

Planning calculator

A spreadsheet calculator for exploring your own numbers — income, debts, planning ratios, and side-by-side scenario comparisons.

Lender conversation scripts

Word-for-word starting points for the conversations that matter — income, assets, credit, documentation, conditions, and closing.

AI-assisted planning prompts

Fifty ready-to-use prompts that let AI handle the busy work — summarizing, drafting, and organizing — using placeholders, never your private details.

Who it's for

For buyers who want to walk in prepared.

The toolkit is for first-time buyers who want to understand the process before the pressure starts — how it actually works, which documents to gather and why, how to picture your own numbers, what to ask a loan officer, and what to expect before closing.

It's a planning and education tool. Your own loan officer confirms what applies to you — the toolkit makes sure you arrive at that conversation organized, informed, and asking the right questions.

Get the Toolkit

Secure checkout through Payhip · opens in a new tab

Toolkit graphic: Learn exactly what to do first — what you'll learn includes how the process works, which documents to gather, how to picture your own numbers, what to ask a loan officer, and what to expect before closing

A closer look

Built to be used, not just read.

Toolkit graphic: Walk in organized — every document in one folder, in the order a lender asks for it, with checklists for preapproval documents, income and assets, deposits, and application dayToolkit graphic: Know your numbers first — see your own housing and debt ratios before you ever fill out an application, with a three-scenario comparisonToolkit graphic: Ask better questions — word-for-word starting points for conversations about income, assets, credit, documentation, conditions, and closingToolkit graphic: Let AI do the busy work — fifty ready-to-use prompts that summarize, draft, and organize using placeholders, never your private detailsToolkit graphic: Know your next three steps — a working plan you update as things move, with a document tracker and weekly check-inToolkit graphic: 22+ years in one toolkit — two decades of homebuyer conversations turned into worksheets, checklists, and scripts

Complete digital toolkit · instant download

Twenty-two years of experience, in one toolkit.

The questions buyers always ask — answered before you have to ask them.

Purchase the Toolkit

Secure checkout through Payhip · opens in a new tab

About this product

The Medina Homebuyer Toolkitis an educational digital product. It does not guarantee mortgage approval, determine official loan qualification, or submit a mortgage application. It is not legal, tax, credit-repair, or individualized financial advice, and it does not improve credit or guarantee financial outcomes. It is designed to complement — never replace — the guidance of a licensed mortgage professional. Checkout is handled by Payhip, an external service; purchases are subject to Payhip's terms. Jason Boley, NMLS #393036 · Medina Mortgage LLC, NMLS #2840383.

Questions about the toolkit before or after purchase? Send Jason a note.